THE ASSET YOU DIDN’T KNOW YOU NEEDED.
Partner with Financial Advisor Ally to bring more clients to your portfolio. Understanding your clients’ money personalities will help you to pair them with investment opportunities they’ll actually be excited about.
How It Works
Set yourself apart
- Start using behavioral finance
- Match your client’s Money Personalities to satisfying investment approaches
- Connect in a way that speaks to your client’s personal makeup
Acquire new clients
- Complete our FAA handbook
- Gain email and mailing examples for prospects
- Use your branded assessment as a lead generator tool for prospects
Retain and grow current clients
- Re-engage through one-on-one meetings
- Share snippets of the 5 Money Personalities as you go to spread understanding
- Add value and a cutting edge to your firm
Building real relationships
It doesn’t matter how long you’ve known your client; utilizing Financial Advisor Ally allows you to understand them in a new way. Keep track of their information and guide them through the best investments and financial decisions based on their money personalities.
Uncover. Teach. Reveal.
BECOME OUR PARTNER
Tailored to your needs
- CUSTOMIZABLE BRANDED ASSESSMENT
- CUSTOM ADVISOR PORTAL AND DASHBOARD
- DIGITAL BADGE, FOR WEB USAGE
- FINANCIAL ADVISOR ALLY BEST PRACTICES HANDBOOK
- CERTIFICATION FOR BEING A 5 MONEY PERSONALITIES ADVISOR
- SAMPLE MARKETING MATERIALS